Related to How to use Independent Tasks / Create System Task in a Project / Create a Workflow in a Project / Create a Workflow Trigger in a Project / Groovy Script Library
Q1. Why can I not manage some/all of the existing workflows in my projects, even though I have the necessary role privileges?
Q1. Why can I not manage some/all of the existing workflows in my projects, even though I have the necessary role privileges?
A1. This can happen in projects cloned from project templates having the inheritance option turned on.
You can identify the relevant project template from which the project concerned was cloned and, if necessary, manage existing workflows within that specific template.
Click here for detailed help on how to break the inheritance of workspace objects.
Q2. How do I know if a project was cloned from a project template? If so, how can I find the name of the project template from which that project was cloned?
Q2. How do I know if a project was cloned from a project template? If so, how can I find the name of the project template from which that project was cloned?
A2. The 'Type' column in the 'Projects' area displays whether the corresponding record is an 'Independent' project, a 'Cloned' project, or a 'Template', i.e. a project template.
If a project is cloned, the 'Cloned From' column corresponding to the particular project in the projects listing displays the template name from which it was cloned.
If the required columns are not visible in the listing, see how to customize columns in a listing area.
Q1. As a Workflow Administrator, can I skip a user's task on a running workflow and proceed directly to the next step?
Q1. As a Workflow Administrator, can I skip a user's task on a running workflow and proceed directly to the next step?
A1. Yes, follow the steps to transition a running workflow, as mentioned in steps 1 and 2 above.
Q1. Can I use only the download preference script to rename the document from the download UI?
Q1. Can I use only the download preference script to rename the document from the download UI?
A1. No, you must create a system task with the Groovy script to rename the file name to download the document with custom attribute values.
Q2. Can I use only the renaming file name script to rename the document for download?
Q2. Can I use only the renaming file name script to rename the document for download?
A2. Yes, without the 'on-load' download preference script, you can download the document with the updated name by clicking the file icon.
Q3. Why is the document getting renamed with the custom attribute values while downloading? I selected to rename with the doc ref from the download preference.
Q3. Why is the document getting renamed with the custom attribute values while downloading? I selected to rename with the doc ref from the download preference.
A3. This may happen if the Groovy script intended to rename the file is applied to the folder. To prevent this, please deactivate the system task associated with the Groovy script. To deactivate a system task, right-click on it from the listing area and select the 'Deactivate' option.
Q4. What if I download the document by clicking the file icon?
Q4. What if I download the document by clicking the file icon?
A4. The downloaded document will be renamed by appending the document reference and version number (the default setting of the download preference). If the Groovy script for renaming the file name is applicable, the downloaded document will be renamed according to the custom attribute values specified in the script.
Q5. What if I select 2 files from different folders, where one folder has applied the Groovy script to rename the file and the other folder does not have any script applied?
Q5. What if I select 2 files from different folders, where one folder has applied the Groovy script to rename the file and the other folder does not have any script applied?
A5. The batch file will download both files according to your download preference.
The file which has applied the Groovy script will be downloaded with the file renamed based on the custom attribute values.
Other files not having any Groovy script applied will download with doc ref. and version (Default functionality).
Q6. What happens if I select multiple files from different folders that have various scripts applied to them to rename the files?
Q6. What happens if I select multiple files from different folders that have various scripts applied to them to rename the files?
A6. The batch file will download both files according to the preference set in the respective Groovy script. The downloaded file will be renamed according to the sequence and custom attribute values configured for the folder.
Related to Groovy Script - Automatic Revision Numbering
Q1. Can I use a comma (,) to separate Status and POI values within this groovy script?
Q1. Can I use a comma (,) to separate Status and POI values within this groovy script?
A1. We recommend using the pipe symbol (|) instead of a comma (,) to separate status and POI values in this groovy script.
Q2. For automatic revision numbering, can I use abbreviations configured for Purpose of Issues/Statuses instead of full Purpose of Issues and Statuses in my Groovy script?
Q2. For automatic revision numbering, can I use abbreviations configured for Purpose of Issues/Statuses instead of full Purpose of Issues and Statuses in my Groovy script?
A2. Yes. You can use either the abbreviation or full text of Purpose of Issues/Statuses as configured for the project in your Groovy script for automatic revision numbering.
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